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Financial Planning
Estate Planning

Estate Planning

Your Estate Needs Attention

Wealth is about more than just assets. It's about independence, financial success, and the ability to meet the needs of your family and support your favourite causes. Regardless of how much wealth you've accumulated or want to accumulate, your estate plan, like any important undertaking requires planning, skill and ongoing attention. You need an estate plan to:

  • Reduce administrative expenses and legal fees on your death
  • Preserve and leave a lasting legacy for your heirs, favourite charities and causes
  • Control, manage and allocate who receives your assets on your death

Get Your Estate In Order

Estate planning ensures that your assets and earnings can do you the most good while you are alive, and enables you to provide for your heirs after your death. The three fundamental objectives behind creating a plan are to ensure you have adequate funds to cover estate costs, to conserve your wealth and to guarantee fair distribution of your assets upon death.

Explore Estate Planning Solutions

Insurance can provide solutions for estate taxes, the security of your heirs, and protection of your income if long-term or critical illness strikes. Some of these solutions include:

Take Advantage Of Our Expertise

Your CIBC Wood Gundy Investment Advisor is attuned to the significance of each of the decisions you need to make, and more importantly, the impact they can have on future generations. Contact your CIBC Wood Gundy Investment Advisor, who can introduce you to a qualified Estate Planning Specialist (Financial Security Advisor in Quebec). To find out how we can help you, use our Find An Advisor tool to locate a CIBC Wood Gundy Investment Advisor near you.

The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.

Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

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